Associate App allows you to view all of the active conversations (any conversation with activity in the last 120 days) going on in your store two different ways:
To view messages that you, an associate, have sent to a customer via NewStore Associate App, tap
> Chat>My Inbox.To view messages that all associates in the store have sent to customers, tap
> Chat>Store Inbox.
These two views allow associates to cover for each other between shifts as well as provides management insight into ongoing conversations between their team and customers.
If there are unread messages in any of the inboxes, you are notified via a bubble counter on Chat or a banner at the top of the screen when you log into NewStore Associate App.
Important
As a specific phone number assigned to the store is used for Clienteling, only the associates assigned to the same store can view Clienteling messages for the store.
Using the clienteling inbox search and filters
Store associates can search and filter conversations in the Clienteling inbox to find a conversation with a specific customer.
Early Access
This feature is currently available as Early Access. Contact your Customer Success Manager to join the Early Access program.
Search is available in My Inbox and Store Inbox in the Chats tab. You can search for a customer using:
Customer name
Phone number
Email address
Search also supports partial phone numbers, local dialing formats, partially entered email addresses, and customer names entered using different keyboard languages.
You can filter the inbox to view conversations with one of the following statuses:
Opt-in
Unread
Waiting
Opt-out
Use the inbox search when you want to find an existing conversation. To find a customer and start a conversation, continue to use the customer search in the Search tab.
